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AI Chip Oversupply Is Absolutely Not Happening. Samsung Electronics, SK Hynix Attractive Buying Opportunity Has Arrived. Stock Price Will Explode 'At This Time'.

AI Chip Oversupply Is Absolutely Not Happening. Samsung Electronics, SK Hynix Attractive Buying Opportunity Has Arrived. Stock Price Will Explode 'At This Time'. | Lee Gwon-hee CEO
Watch on YouTube ↗  |  July 04, 2026 at 04:00  |  22:23  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee argues that the recent sell-off in Korean memory stocks is an overreaction to AI chip oversupply fears. He sees Samsung Electronics and SK Hynix as attractive buys on the dip, citing continued AI investment and strong memory demand. He also warns that Apple faces serious risks from misguided chip pricing and could decline sharply.

  • Market falls sharply on Meta's AI capex comments and BlackRock CEO remarks on Korea/Taiwan semiconductor overvaluation.
  • Lee dismisses AI oversupply fears, pointing to Nvidia's stability as evidence that the AI investment cycle continues.
  • He views the correction as profit-taking and believes Samsung Electronics and SK Hynix are now attractively priced.
  • Samsung's upcoming preliminary earnings could surprise to the upside, potentially driving the stock higher.
  • Apple is criticized for squeezing chip suppliers and losing AI competitiveness; its stock could fall to $100.
  • Lee advises patience and waiting for earnings confirmation before making large moves.
Ideas
Lee Kwon-hee CEO, Economist 0:00
Buy Samsung and SK Hynix on dip
The sell-off in Samsung Electronics and SK Hynix on AI chip oversupply fears is overblown. The AI investment cycle is not ending; if it were, Nvidia would have crashed. The correction is profit-taking with Meta's comments as an excuse. Both stocks are attractive buying opportunities after the sharp drop, with Samsung around 30만원 and SK Hynix around 250만원 being compelling entry points. Strong demand and limited supply support memory prices, and Samsung's preliminary earnings could surprise to the upside.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 9:19
Apple stock could drop to $100
Apple is making a strategic mistake by aggressively raising chip prices and squeezing suppliers like Micron, potentially harming its customer base. Its overconfidence and failure to adapt to AI puts it at risk of long-term decline similar to Kodak or Nokia. The stock could fall to $100 from current levels.
AAPL MED
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This 815 Money Talk (815머니톡) video, published July 04, 2026, features Lee Kwon-hee discussing 005930.KS, 000660.KS, AAPL. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 000660.KS, AAPL